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For Companies At a Glance
- Tasks: Help clients create tailored financial plans and support their big life moments.
- Company: Join Evelyn Partners, a leader in wealth management with a purpose-driven culture.
- Benefits: Enjoy competitive salary, fully funded qualifications, and generous holiday options.
- Why this job: Make a real difference in people's lives while building your financial expertise.
- Qualifications: 2:1 degree or above, strong A-levels, and a passion for finance.
- Other info: Access expert training, a supportive network, and excellent career progression opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Graduate Programme, Financial Planning – Bristol (Sept 2026)
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what\’s next. We are a team of professionals guided by our purpose: placing the power of good advice into more hands and helping clients make significant decisions with confidence.
Overview
Looking for a career where you can make a real difference in people’s lives? Join Evelyn Partners and become a trusted adviser, helping clients plan for life’s big moments with confidence and clarity.
Your Role: Financial Planning Associate
As a Graduate, you’ll join our expert Financial Planning team, working with individuals, families, and businesses to build tailored financial plans that support their goals and prepare for the unexpected. You’ll learn how to:
- Assess a client’s full financial picture
- Build flexible, goal-oriented plans
- Recommend services and products that deliver long-term value
- Collaborate with colleagues in Investment Management
You’ll gain hands-on experience while studying for the Personal Finance Society Diploma (DipPFS), with the opportunity to progress to Chartered Financial Planner status through the Chartered Insurance Institute (CII).
What You’ll Be Doing
- Supporting qualified Financial Planners with client work
- Preparing and reviewing financial plans
- Drafting client communications and valuation packs
- Attending client meetings and helping preserve and grow their wealth
- Collaborating with other advisers across the business
Who We’re Looking For
We welcome graduates from all disciplines who are:
- On track for or have achieved a 2:1 degree or above
- Have UCAS points from top A-levels
- Hold GCSE Grade 5 (or B) in English Language and Maths
- Committed to completing DipPFS and progressing to Chartered status
- Passionate about helping people make confident financial decisions
Learning & Development
You’ll be supported by our dedicated Learning & Development team and training partners. You’ll join a cohort of graduates, with access to:
- A personal buddy
- Expert-led training
- Real client scenarios
- A supportive network to help you thrive
Benefits
- Fully funded professional qualifications
- Competitive salary
- Private medical insurance
- Life assurance & pension contribution
- Generous holiday package + option to buy more
- Cycle to work scheme & season ticket loan
- Shared parental leave & eye care support
Our Commitment to Inclusion
We believe diverse perspectives drive better outcomes. If you need adjustments during the application process, let us know — we’re here to help.
Before You Apply – What You Need To Know
When you click “I’m interested”, you’ll be taken to your profile page. While we’re updating the system, here are a few tips:
- One application per recruitment season. If you’re not successful, you can reapply next September.
- Experience section: No experience yet? Enter “N/A” in the job title box and select any start/end date.
- Education section: Only your university name is required for now. If you have more than one degree, include your most recent.
- Resume (CV): Uploading your CV is mandatory — it will be reviewed by the hiring manager.
- Message to Hiring Manager: This section is optional and won’t be formally assessed.
We’re hosting open online sessions where you can learn more about our graduate programmes and recruitment process — register here.
Note: Salary, location, and other specifics are subject to change and will be confirmed during the application process.
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Graduate Programme, Financial Planning - Bristol (Sept 2026) employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Programme, Financial Planning - Bristol (Sept 2026)
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend any open sessions we host. It’s a great way to get insider info and show your enthusiasm for the role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We want to see how you think, so be ready to showcase your problem-solving skills!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows that you’re genuinely interested in joining our team.
✨Tip Number 4
Apply through our website for the best chance of success. Make sure your application reflects your passion for helping clients and your commitment to learning in the financial sector!
We think you need these skills to ace Graduate Programme, Financial Planning - Bristol (Sept 2026)
Some tips for your application 🫡
Be Yourself: When filling out your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for financial planning and helping others.
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant skills or experiences that align with what we’re looking for in a Financial Planning Associate. This will help us see how you fit into our team!
Keep It Clear and Concise: We appreciate clarity! Make sure your application is easy to read and straight to the point. Avoid jargon and keep your sentences short and sweet – this helps us focus on what really matters.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the info you need about the role and our company there.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the services offered by Evelyn Partners. Brush up on key concepts and be ready to discuss how you can contribute to helping clients achieve their financial goals.
✨Show Your Passion
Evelyn Partners is looking for candidates who are genuinely passionate about helping people with their financial decisions. Be prepared to share why you want to work in financial planning and how you can make a difference in clients' lives.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and the company culture. This shows your interest and helps you determine if it's the right fit for you.
✨Practice Makes Perfect
Conduct mock interviews with friends or family to practice your responses. Focus on articulating your thoughts clearly and confidently, especially when discussing your academic achievements and any relevant skills.